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Dollar General
DG

Overview Fund Activity

1,029 hedge funds and large institutions have $20.8B invested in Dollar General in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 379 increasing their positions, 405 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-126
Holders Change %
-10.91%
% of All Funds
16.41%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
141
Increased
379
Reduced
405
Closed
254
Calls
$783M
Puts
$940M
Net Calls
-$157M
Net Calls Change
-$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.3B
2
Capital World Investors
Capital World Investors
California
$1.37B
3
Capital International Investors
Capital International Investors
California
$1.74B
4
Renaissance Technologies
Renaissance Technologies
New York
$154M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$152M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$134M
2
SGA
Sustainable Growth Advisers
Connecticut
$0
3
VNIM
Vaughan Nelson Investment Management
Texas
$0
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$47.3M
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
976
Hazlett, Burt & Watson
West Virginia
$4K +$2K +20 +100%
SFG
977
Steward Financial Group
Texas
$4K +$4K +46 New
MLA
978
MB, Levis & Associates
Pennsylvania
$3.39K – – –
PMFA
979
Plante Moran Financial Advisors
Michigan
$3.17K -$1.27K -12 -29%
MIM
980
Macroview Investment Management
Maryland
$3.09K +$3.09K +29 New
CTB
981
Country Trust Bank
Illinois
$3.07K – – –
CAL
982
Capital Analysts LLC
Pennsylvania
$3K -$92.3K -1,015 -97%
WAS
983
Winch Advisory Services
Wisconsin
$3K – – –
TSWM
984
Tyler-Stone Wealth Management
Ohio
$3K – – –
MWM
985
Mascoma Wealth Management
New Hampshire
$2.86K +$2.86K +27 New
AWM
986
Activest Wealth Management
Florida
$2.75K – – –
GWM
987
Guardian Wealth Management
Illinois
$2.67K – – –
BC
988
Barrett & Company
Rhode Island
$2.65K – – –
SHIM
989
Stone House Investment Management
Pennsylvania
$2.6K – – –
SWA
990
Sutton Wealth Advisors
Florida
$2.54K -$1.59K -15 -38%
RTL
991
Red Tortoise LLC
Georgia
$2.43K -$2.96K -28 -55%
PWMG
992
Provence Wealth Management Group
California
$2.43K +$2.43K +23 New
BLC
993
Brown, Lisle/Cummings
Rhode Island
$2.22K – – –
HI
994
Hoey Investments
Pennsylvania
$2.22K – – –
CWA
995
Core Wealth Advisors
Florida
$2.12K – – –
WPWM
996
Western Pacific Wealth Management
Illinois
$2.12K – – –
BFP
997
Briaud Financial Planning
Texas
$2K +$2K +20 New
CWC
998
Carolinas Wealth Consulting
North Carolina
$1.79K +$119 +1 +7%
AIC
999
Archer Investment Corporation
Indiana
$1.69K – – –
NIC
1000
Northwest Investment Counselors
Oregon
$1.59K – – –
38 39
40
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